Major Feelgood: QAV AU #924

by | Jun 17, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

On this week’s show, we wade through a big news cycle: the US-Iran peace deal that forced us to dump our oil stocks, the SpaceX IPO trad­ing at a jaw-drop­ping 1,750 times PROPCAF while los­ing mon­ey, and the brief Kore­an stock mar­ket cir­cuit break­er that felt a lit­tle too dot­com-era for com­fort. Tony does a Pulled Pork on Sun­corp Group, fresh­ly returned to the buy list after divest­ing its bank­ing arm to ANZ, and I run the num­bers on the Dogs of the Dow ver­sus QAV over five years.

Beds, Banks and Bionic Men: WEB Travel in the AI Age: QAV AU #922

by | Jun 3, 2026 | Australia, Blog, Investing Podcast, Podcast Episodes

This week Tony’s back from the horse sales and dives straight into a Pulled Pork on WEB Trav­el Group, the B2B hotel bed-bank­ing busi­ness spun out of the old Web­jet. We also cov­er neg­a­tive gear­ing changes and how they com­pare to what Paul Keat­ing tried in the late 1980s, plus a lis­ten­er ques­tion on Serv­cor­p’s recent price wob­ble, port­fo­lio com­par­i­son notes from lis­ten­er Toby, and the usu­al after-hours chat cov­er­ing Top­golf, Bugo­nia, Spi­der Noir, and the eter­nal genius of Steve Austin run­ning in slow motion.

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